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How to Set Up Advanced Coupons in Cogran

Advanced Coupons in Cogran allow you to manage accounting-related scenarios, such as offering discounts or credits during registration. Follow these steps to create and apply a one-time use coupon:

Step 1: Create a Coupon Credit Finance Item

1. Navigate to: Registration Monitoring > Finance
2. Click: Create New
3. Set:
   • Finance Item Type: Coupon Credit
   • Name: Enter a descriptive name for the coupon
   • Account Code: Enter if applicable
4. Leave the Prices tab blank: The amount will be defined in the coupon setup
5. Click: Save

Step 2: Assign the Credit Item to a Registration Period

1. Navigate to: Registration Management > Registration Period
2. Select the desired Registration Period
3. Click: Create New
4. Add the previously created Credit Item to this Registration Period
5. Set Status: Open

Note: This credit item will not be visible to customers.

Step 3: Create the Coupon

1. Navigate to: Registration Management > Coupon
2. Click: Create New
3. Enter:
   • Coupon Code: The code users will enter
   • Status: Open
   • Coupon Type: One-time coupon applied to order
   • Registration Period to Credit: Select the Registration Period associated with the Credit Item
   • Program to Credit: Select the specific Registration Program the coupon applies to

Each coupon is for one-time use. To create additional codes, repeat this process.